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JDVCX vs RLBCX
JDVCX vs RLBCX Comparison
Open Charts JDVCX vs RLBCX
JPMorgan Diversified C
Price$15.77
Change-$0.14 (-0.88%)
VolumeN/A
Net Assets467.49M
American Funds American Balanced R3
Price$35.41
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
JDVCX vs RLBCX Comparison Chart
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JDVCX vs. RLBCX commentary
Jun 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JDVCX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 244B vs. JDVCX (467M). JDVCX pays higher dividends than RLBCX: JDVCX (1.81) vs RLBCX (1.63). JDVCX was incepted earlier than RLBCX: JDVCX (22 years) vs RLBCX (23 years). JDVCX (1.74) is less costly to investors than RLBCX (0.89). JDVCX is a more actively managed with annual turnover of: 63.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than JDVCX: RLBCX (250) vs JDVCX (1000). RLBCX (4.94) and JDVCX (4.94) have marching annual gain over last year. RLBCX return over 5 years is better than : 36.51 vs. JDVCX (8.82).
| JDVCX | RLBCX | JDVCX / RLBCX | |
| Total Expense Ratio | 1.46 | 0.89 | 164% |
| Annual Report Gross Expense Ratio | 1.74 | 0.89 | 196% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 3.850 | 4.294 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 244B | 0% |
| Annual Yield % from dividends | 1.81 | 1.63 | 110% |
| Returns for 1 year | 4.94 | 4.94 | 100% |
| Returns for 3 years | 21.97 | 31.54 | 70% |
| Returns for 5 years | 8.82 | 36.51 | 24% |
| Returns for 10 years | 4.51 | 54.99 | 8% |
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